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Energy Transition Investment Heads for $3 Trillion a Year But Minerals are the Constraint
📌 Key Takeaways BloombergNEF projects $2.9 trillion per year in energy transition investment over 2026–2030, up ~25% from 2025. Global energy transition investment hit a record...
The Critical Edge
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February 1, 2026
Latest news
Energy
September 21, 2026
Diesel Squeeze Raises Stakes for Australian Mining
US diesel prices have hit a record US$6.51 a gallon, lawmakers are proposing export restrictions, and Australia has reported...
Copper
August 17, 2026
Copper Backwardation Tops US$500 as LME Supply Tightens
Copper advanced toward a record as competition for immediately available metal pushed a key London spread to its most...
Zinc
July 1, 2026
Zinc Prices Rise as China Smelter Cuts Deepen Supply Squeeze
Zinc prices are being driven higher by a supply squeeze that has flipped the market from expected surplus to...
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